Documents and Item Basics- Table of Contents

Introduction to Documents and Item Basics
Standard Document Features
Document Header
Document Mid-Section Tabs
Document Attachments and Routing Tabs
Document Creation
Accessing Documents
Copying Documents
Exclusive Update Rights
Document’s Items Tab
Items Tab: Drag and Drop to Reorder
Items Tab: Show/Hide Items
Items Tab: Add Items
Items Tab: Delete Items
Items Tab: Move Items into Folders
Items Tab: Copy Folder/Copy Items
Items Tab: Via Excel
Items Tab: Enter Items Via Excel
Items Tab: Edit Items Via Excel
Items Tab: Export Items Via Excel
Items Tab: Import Items Via Excel
Items from Attached “Via Excel” Files

Evaluated Conditions for the Forecast Data Entry FormEvaluated Conditions for the Forecast Data Entry Form

Multiple conditions are evaluated each time the Forecast Data Entry form loads a Cost Code and Account Category. Evaluated conditions are as follows: Whether the selected line item is a

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Prerequisite Before a Forecast document can be created, your project must have an Approved Initial Budget. The BFA workbook in Forecast mode takes a complete financial snapshot of your project,

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Sort options can be selected form the Spitfire menu. A Sort arranges the Cost Codes in order, based on the order selected. Compounded Filter/Sorts are possible by first creating a

Documents and Item Basics

Documents and Item Basics- Table of Contents

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